Purchases and Sales Made in Q1 2025 in Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.62K+ 17.05% |
$271K - $290K
|
11.1K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 19.48% |
$269K - $287K
|
9.84K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 23.75% |
$268K - $286K
|
8.31K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.6KNew |
$268K - $286K
|
1.6K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.59K+ 0.46% |
$267K - $285K
|
347K
$59.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.59K+ 2.62% |
$266K - $284K
|
62K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.58K+ 5.59% |
$265K - $283K
|
29.8K
$5.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.57K+ 75.08% |
$263K - $281K
|
3.66K
$627K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 21.65% |
$263K - $281K
|
8.8K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.56K+ 61.76% |
$262K - $280K
|
4.09K
$700K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.55K+ 3.55% |
$259K - $277K
|
45.1K
$7.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.54KNew |
$259K - $277K
|
1.54K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.54K+ 9.31% |
$259K - $276K
|
18.1K
$3.1M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.54K+ 4.04% |
$258K - $276K
|
39.7K
$6.8M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
1.54KNew |
$258K - $276K
|
1.54K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.54K+ 27.57% |
$258K - $276K
|
7.13K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.53KNew |
$257K - $275K
|
1.53K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.53K+ 5.24% |
$257K - $275K
|
30.8K
$5.28M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.53K+ 8.01% |
$256K - $273K
|
20.6K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.52K+ 121.97% |
$255K - $273K
|
2.77K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.52KNew |
$255K - $272K
|
1.52K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.52K+ 1365.77% |
$254K - $272K
|
1.63K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.51K+ 29.95% |
$254K - $271K
|
6.56K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.51K+ 73.73% |
$253K - $271K
|
3.56K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.51K+ 7.82% |
$253K - $270K
|
20.8K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 17.79% |
$253K - $270K
|
9.98K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.5KNew |
$252K - $269K
|
1.5K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.5K+ 21.03% |
$252K - $269K
|
8.63K
$1.48M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.49K+ 1.12% |
$250K - $268K
|
135K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.49KNew |
$249K - $266K
|
1.49K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.48K+ 1.93% |
$249K - $266K
|
78.4K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.47K+ 0.78% |
$247K - $264K
|
189K
$32.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.47K+ 6.72% |
$246K - $263K
|
23.3K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.45K+ 33.53% |
$244K - $261K
|
5.79K
$992K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.45K+ 22.07% |
$243K - $259K
|
8.01K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.45K+ 0.94% |
$243K - $259K
|
155K
$26.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.45K+ 44.9% |
$242K - $259K
|
4.66K
$799K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.44KNew |
$242K - $259K
|
1.44K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.44K+ 3.23% |
$242K - $258K
|
46K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.44KNew |
$241K - $258K
|
1.44K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.42K+ 34.1% |
$239K - $255K
|
5.59K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.42K+ 3.43% |
$238K - $254K
|
42.8K
$7.34M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.42K+ 14.82% |
$238K - $254K
|
11K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.42K+ 4.16% |
$238K - $254K
|
35.4K
$6.07M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 700.99% |
$238K - $254K
|
1.62K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.4K+ 111.09% |
$235K - $251K
|
2.66K
$457K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1.4K+ 1.77% |
$235K - $251K
|
80.5K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.4KNew |
$234K - $250K
|
1.4K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
1.39K+ 7.93% |
$233K - $249K
|
18.9K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.39KNew |
$232K - $248K
|
1.39K
$238K
|